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Can I Customize the Email Sent to Clients When Sharing a Bill Through Clio?

Objective:

  • Make changes to the email sent to Clients along with their Bill
  • Edit shared Bill through email
  • How a Bill addresses a client
  • Can I change the email's subject line when sharing a bill?

Environment:

  • Clio Manage

Additional Information:

N/A

Answer:

Yes, you can now edit the Subject, and Body of the email before sending it out. Please click "Send" on any bill to access this option. 

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